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Should it be custodians? Or the clients themselves? Bob Veres picks a side.
November 26Financial Planning -
Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.
November 20 -
If you do not fully understand the regulations, you’re not alone.
November 16USA Financial -
The customer relationship management platform will now pull all accessible client information into a single dashboard.
September 18 -
Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.
September 13 -
Planners ranging from sole practitioners to the largest OSJ enterprises welcomed the CEO’s comment that the firm's culture was not aligned with its strategy.
September 4 -
The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.
July 30 -
The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.
May 29 -
For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.
May 29SEI Advisor Network -
A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.
May 22